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QAD Tools for Upgrading to EE QAD Tools for Upgrading to EE Robin Riordan, Vice President Global Services Delivery, QAD LEARN. #QADexplore NETWORK. DISCOVER. LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE Safe Harbor Statement The following is intended to outline QAD’s general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, functional capabilities, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functional capabilities described for QAD’s products remains at the sole discretion of QAD. #QADexplore 2 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE Introduction It’s all about value… Introduction Value Drivers Stages Next Steps Q&A Tools #QADexplore 3 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE When You Have Finished This Session You Will Understand your options for upgrading to EE in the cloud See how our tools can help create a value proposition for you Ask for some help from your sales representative! #QADexplore 4 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE Our Mission: EE Upgrades to the Cloud Demonstrate Value Relevant to you Understood by you Clearly and simply articulated by QAD #QADexplore 5 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE The Value Equation Value and Benefit Cost Disruption Risk #QADexplore 6 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE Lift and Shift or Conversion? Upgrade Priority – Conversion #QADexplore Cloud Priority – Lift and Shift 7 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE Potential Value Drivers Value Drivers Upgrade #QADexplore Value • • • • • • • • • • Business rationalization Organizational redesign Global standardization Best practice processes KPI improvement Compliance Visibility and control New features Reduce 3rd party footprint Reduce workarounds 8 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE Potential Value Drivers Value Drivers Value Cloud • Quicker on-boarding of acquisitions • Repurpose IT function to provide business value • Reduce IT risk • Improve service levels • Focus on business Shared • • • • • #QADexplore Decreased manual efforts Increase end user satisfaction Reduce customizations Improve TCO Acquisition/Divestiture 9 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE Which Stage are You at? Stage Description Action Analyze Undecided about an upgrade to EE in the foreseeable future Understand the value Plan Intending to upgrade, but need a plan and a value proposition Confirm the value Ready to go Business Case and Proposal Execute #QADexplore 10 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE Upgrade Toolset Analyze • 3 Day Value Q-Scan • Upgrade Decision Guide • Upgrade Value Tool • Cloud Information Pack Plan Execute • Upgrade Q-Scan • Business Case • Proposal KPI Framework #QADexplore 11 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE KPI Framework – Define Value Potential #QADexplore 12 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE Customer Value Experience Area of Benefit Value Business Change • Quicker on-boarding of acquisitions Process Improvement #QADexplore • • • • Increased business unit visibility Increased decision support capabilities Improved global planning Cost reduction/margin improvement • • • • Decreased manual efforts Increased compliance Shorter financial closings Improved customer service levels 13 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE Customer Value Experience Value Area IT Strategy Application Experience #QADexplore Value • • • • Increased security Improved data quality Reduced customizations Reduced support costs • Reduced end-user training time • Improved user experience and productivity • Improved financial reporting and consolidations • Improved data visibility • Empowered users 14 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE EE Conversion Case Study Upgrade/Conversion Drivers eB2 On Premise Value Q-Scan Conversion EE in the Cloud New Modules Limited IT resources Enhanced financials to support growth Eliminate customizations Improved user experience and visibility of information #QADexplore 15 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE Analyze Toolset QAD Tools for Upgrading to EE #QADexplore LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE 3 Day Value Q-Scan Not sure about upgrading High level value assessment Provides upgrade approach options Identifies potential risk factors Outlines project plan Shows the value and benefits #QADexplore 17 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE Upgrade Decision Guide Tool to help guide upgrade discussions and decisions Reviews key EE concepts Identifies key information Defines upgrade paths #QADexplore 18 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE Upgrade Decision Guide Review your situation Answer key questions Discuss relevant issues Agree Next Steps Domain workshop? Upgrade Q-Scan? Planning session? #QADexplore 19 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE EE Upgrade Path Options Alignment Database Conversion • Master data • Open balances • Min. process change • Fastest path to EE • Structured process • Platform for future • Data history • Structures remain • Min. process change • Online history • Existing structures OK • More benefit #QADexplore 20 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE EE Upgrade Path Options Process Improvement Re-Implementation • New functionality • Process map led • Align or convert data • Business improvement • Single or multiple projects • Increased benefit • Process change led • Clean, converted data • Business improvement • Data harmonization • Eliminate customizations • Maximum benefit #QADexplore 21 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE Upgrade Value Tool Interactive on line tool to help identify EE functionality, value and release version Based upon key variables Has 1940 features to search Results can be ordered according to the priority of the variables #QADexplore 22 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE Cloud Information Pack Options for Cloud adoption Benefits of moving to Cloud QAD Cloud capabilities #QADexplore 23 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE How the Cloud Helps EE Upgrades #QADexplore 24 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE Plan Toolset: Upgrade Q-Scan Refined benefits and value Business process improvements IT and technical considerations Customization assessment Data conversion/migration options Recommended approach Project & resource plan Detailed cost estimate #QADexplore 25 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE Execute Toolset: EE/Cloud Business Case and Proposal Templates What we know Why upgrade? Why Cloud? Why now? Why QAD? It is all about the value #QADexplore 26 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE Summary – Segments and Tools Stage Tool Analyze Undecided about an upgrade to EE in the foreseeable future Understand the value #QADexplore • • • • 3 Day Value Q-Scan Upgrade Decision Guide Upgrade Value Tool Cloud Sales Deck 27 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE Summary – Segments and Tools Stage Tool Plan Intending to upgrade, but need a plan and a value proposition Confirm the value • Upgrade Q-Scan (Includes a Cloud Value Assessment) Execute Ready to go Business Case and Proposal #QADexplore • Business Case • Proposal 28 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE Questions and Answers Robin Riordan: [email protected] #QADexplore 29 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE Next Steps Attend these related sessions: - Using QAD’s Upgrade Decision Guide FEI - Customer Tips for Upgrading Adopting EE’s Package Upgrade Capability The Business Benefits of Cloud – Panel Paths from On Premise to QAD Cloud ERP Attend a QAD Enterprise Edition Upgrade Workshop Discuss your stage and next steps with your Sales Representative #QADexplore 30 LEARN. NETWORK. DISCOVER. QAD Tools for Upgrading to EE www.qad.com ©QAD Inc. 2015 #QADexplore 31 LEARN. NETWORK. DISCOVER.